У нас вы можете посмотреть бесплатно I Have a $2M Portfolio and I'm Burned Out at Work - When Can I Retire? или скачать в максимальном доступном качестве, видео которое было загружено на ютуб. Для загрузки выберите вариант из формы ниже:
Если кнопки скачивания не
загрузились
НАЖМИТЕ ЗДЕСЬ или обновите страницу
Если возникают проблемы со скачиванием видео, пожалуйста напишите в поддержку по адресу внизу
страницы.
Спасибо за использование сервиса ClipSaver.ru
Stacy and Michael’s journey to early retirement is an inspiring example of disciplined saving and thoughtful planning. Despite delaying serious savings until age 47, they built a $2M portfolio by living frugally, prioritizing goals, and making smart investments. Now, at 54, Stacy can retire with confidence, while Michael plans to work for a couple more years. James and Stacy discuss how she and her husband achieved financial security. They explore their options for sustainable withdrawals during their retirement, assess the health of their portfolio, and balance their retirement dreams with sensible budgeting. Stacy and Mark's diligence has paid off. The reward is getting to loosen the purse strings and dream big about their retirement goals. Discover how they turned their hard work into a simple, comfortable retirement without the fear of running out of money. Ready to plan your dream retirement? Let Stacy and Michael’s story be your guide. ======================= 🔗 Connect with us → https://learn.rootfinancialpartners.c... Get access to the retirement software I use and more → https://retirement-planning-academy.m... _ _ ⏱Timestamps:⏱ 0:00 - Meet Stacy 3:12 - Biggest concern; late saver 6:06 - A look at accounts and assets 9:17 - Core expenses 13:14 - Other expenses, goals, and income 16:02 - Cash flows and portfolio 19:50 - Surprised by portfolio withdrawal rate 22:01 - Portfolio analysis and allocation 24:26 - Dream big and spend more 26:57 - Portfolio projection 29:56 - "You've earned it." 32:05 - Setting up kids for success -- Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements. Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.